| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 27,420 | $751,582.2 | $820,817.7 | $69,235.5 | 9.21% |
Michelle McCarthy Vantage Financial Partners LLC | 15,210 | $357,730.65 | $455,691.6 | $97,960.95 | 27.38% |
| DC Debora Caley Richwood Investment Advisors LLC | 18,190 | $493,676.6 | $538,242.1 | $44,565.5 | 9.03% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,886 | $243,565.26 | $266,091.27 | $22,526.01 | 9.25% |
Marc H. Stone Tyler-Stone Wealth Management | 17,950 | $399,978.55 | $537,512.75 | $137,534.2 | 34.39% |
Dalila Toledo Ascent Group LLC | 8,855 | $240,324.7 | $265,694.27 | $25,369.57 | 10.56% |
| EM Erin Mccann Simplicity Wealth LLC | 34,082 | $934,187.62 | $1.01M | $78,047.78 | 8.35% |
Patrick O'Connell Security Financial Services Inc. | 8,787 | $238,715.97 | $263,434.26 | $24,718.29 | 10.35% |
Michael Byun SageView Advisory Group LLC | 9,123 | $206,431.28 | $273,370.69 | $66,939.41 | 32.43% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,665 | $154,833 | $226,500.75 | $71,667.75 | 46.29% |
David T. Morgan High Net Worth Advisory Group LLC | 111,976 | $2.31M | $3.35M | $1.04M | 44.82% |
Allison Brooke Blake WorthPointe LLC | 23,276 | $637,995.16 | $688,969.6 | $50,974.44 | 7.99% |
Timothy Gerlach Novem Group | 9,193 | $208,005.58 | $275,284.38 | $67,278.8 | 32.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 211,105 | $5.01M | $6.25M | $1.24M | 24.77% |
Stephen Kenney Gray Private Wealth LLC | 278,649 | $6.31M | $8.29M | $1.98M | 31.44% |
Kevin Zemann WealthPlan Investment Management LLC | 23,011 | $625,921.26 | $681,125.6 | $55,204.34 | 8.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 14,157 | $330,900.86 | $420,250.54 | $89,349.68 | 27% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 30,391 | $661,242.26 | $912,337.82 | $251,095.56 | 37.97% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,730 | $485,979 | $527,541.97 | $41,562.97 | 8.55% |
Amna Ali Khan GDS Wealth Management | 16,572 | $378,430.62 | $496,248.54 | $117,817.92 | 31.13% |